+13.0%
APH vs APTV
-52.5%
+65.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.2% | +7.0% | +8.0% |
| 7D | +1.1% | -9.8% | +10.9% | +3.2% |
| 30D | -7.5% | -8.9% | +1.4% | -5.7% |
| 3M | -4.4% | -19.5% | +15.0% | 0.0% |
| 6M | +26.5% | -31.1% | +57.6% | +35.2% |
| YTD | +20.0% | -47.5% | +67.6% | +35.0% |
| All | +13.0% | -52.5% | +65.5% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded APTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling